Based on member feedback, we are in the process of redesigning our Resource Library, as well as working on an improved search feature. In the meantime, if you need assistance finding a resource or would like to discuss an issue with a member of the legal team, please contact us at IAALegalTeam@investmentadviser.org.
Diversity and Investment Performance: A Summary of the Research, Second Edition
There’s strong evidence that women investors and firms owned by women perform at least as well as men. The growing body of evidence on investments managed by minorities and minority-owned firms supports a similar conclusion. We summarize the findings of 56 studies in this research review in the second edition of this report.
November 28, 2022
Diversity and Investment Performance: A Summary of the Research, First Edition
There’s overwhelming evidence that female investors and firms owned by women perform at least as well as their male counterparts. The growing body of evidence on investments managed by minorities and minority-owned firms supports a similar conclusion. We summarize the findings of 46 studies in this research review. The second edition has also been published as of November 2022.
December 07, 2021
A Practical Guide to Building Diversity, Equity & Inclusion at Your Firm
The need to promote DEI in the investment adviser industry is overwhelming, but so are the benefits. Members of the IAA’s DEI Working Group distilled their collective knowledge, experience, and research this guide. This roadmap also has a theme: DEI isn’t just good for people, it’s good for business.
June 15, 2021
Diversity and Inclusion Data Accountability and Transparency Act
The IAA expressed strong support for legislation that would allow the Offices of Minority and Women Inclusion at the federal financial agencies to require regulated entities with over 100 employees to provide diversity data to these offices.
April 19, 2021
Driving Diversity: Opportunities for Action in the RIA Marketplace
The investment advisory industry has made small, yet significant steps toward diversity – but women and racial and ethnic minorities remain underrepresented in both management and adviser roles. Our study with Cerulli Associates is more than just a scorecard – it includes calls to action for accelerating change.
April 07, 2021
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